See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,539 | $98,750-54.9% | $149,696-70.2% | $79,858-44.2% |
| Participation rate | 64.2% | 75.8%-11.6pp | 82.5%-18.3pp | 69.6%-5.5pp |
| Annual return | 25.44% | 27.43%-2.0pp | 276.60%-251.2pp | 31.71%-6.3pp |
| Employer contribution / active EE | $1,391 | $3,216-56.7% | $4,644-70.0% | $2,471-43.7% |
| Participant deferral / active EE | $3,281 | $5,680-42.2% | $6,842-52.0% | $3,740-12.3% |
| Admin fee / account holder | $1,598 | $6,053-73.6% | $9,309-82.8% | $5,306-69.9% |